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All Documents

Form Documents

Investments

Application Form Download
Bank Investment Loan Application Download
Movable Hypothec on Investment Securities Download
Pre-Authorized Chequing Agreement Download
TFSA Application Form Download
Transfer Authorization - Registered Investments Download
Transfer Authorization - Non-Registered Investments Download

Fund Documents

First National Mortgage Investment Fund

2016 Annual MRFP - First National Mortgage Investment Fund Download
2017 Interim Financial Statements - First National Mortgage Investment Fund Download
2017 Interim MRFP - First National Mortgage Investment Fund Download
First National Mortgage Investment Fund January Monthly Distribution Download
First National Mortgage Investment Fund Announces Annual Redemption and Progress Report Download
First National Mortgage Investment Fund Quarterly Portfolio Disclosure - March 2017 Download
2017 First National Mortgage Investment Fund Independent Review Committee Report Download
2016 Annual Financial Statements - First National Mortgage Investment Fund Download

Fund Essentials

Stone Dividend Growth Class - October 2017 Download
Stone EuroPlus Fund - October 2017 Download
Stone Global Growth Fund - October 2017 Download
Stone Global Balanced Fund - October 2017 Download
Monthly Performance & Fact Sheet - October 2017 Download
Stone Select Growth Class - October 2017 Download
Stone Growth Fund - October 2017 Download

Stone GaleForce Dividend Growth Pool

2016 Annual Financial Statements Download
2017 Interim Financial Statements Download
Offering Memorandum Download

Market Commentaries

Quarterly Aviva Commentary - September 2017 Download
Exploring the inplications of Brexit for thge UK economy and markets Download
Stone Investment Group Monthly Commentary - October 2017 Download
Hammond cancels autumn, but winter is here to stay Download
Rathbone Unit Trust Management UK Election Update 2017 Download

Portfolio Notes

Portfolio Notes - October 2017 Download

Stone Dividend Growth Class

Fund Essentials - October 2017 Download
2016 Annual Management Report of Fund Performance Download
2017 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2017 Download
2016 Annual Financial Statements Download
2017 Interim Financial Statements Download

Stone EuroPlus Fund

Fund Essentials - October 2017 Download
2016 Annual Management Report of Fund Performance Download
2017 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2017 Download
2016 Annual Financial Statements Download
2017 Interim Financial Statements Download

Stone Global Balanced Fund

Fund Essentials - October 2017 Download
2016 Annual Management Report of Fund Performance Download
2017 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2017 Download
2016 Annual Financial Statements Download
2017 Interim Financial Statements Download

Stone Global Growth Fund

Fund Essentials - October 2017 Download
2016 Annual Management Report of Fund Performance Download
2017 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2017 Download
2016 Annual Financial Statments Download
2017 Interim Financial Statements Download

Stone Growth Fund

Fund Essentials - October 2017 Download
2017 Interim Management Report of Fund Performance Download
2016 Annual Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2017 Download
2016 Annual Financial Statements Download
2017 Interim Financial Statements Download

Stone Select Growth Class

Fund Essentials - October 2017 Download
2016 Annual Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2017 Download
2016 Annual Financial Statements Download
2017 Interim Financial Statements Download
2017 Interim Management Report of Fund Performance Download

Regulatory Documents

2017 Fund Change Notice and Circular

Fund Change Notice and Circular Download

Annual Information Form (AIF)

2017 Annual Information Form - All Mutual Funds Download

IRC Reports

2017 Stone Independent Review Committee Report Download
2017 First National Mortgage Investment Fund Independent Review Committee Report Download

MRFP and Financial Statements

2016 Annual Financial Statements - All Mutual Funds Download
2016 Annual Financial Statements - GaleForce Dividend Growth Pool Download
2016 Annual Management Report of Fund Performance - Dividend Growth Class Canada Download
2016 Annual Management Report of Fund Performance - EuroPlus Dividend Growth Fund Download
2016 Annual Management Report of Fund Performance - Flagship Global Growth Fund Download
2016 Annual Management Report of Fund Performance - Flagship Growth & Income Fund Canada Download
2016 Annual Management Report of Fund Performance - Flagship Stock Fund Canada Download
2016 Annual Management Report of Fund Performance - Resource Plus Class Download
2016 Annual MRFP - First National Mortgage Investment Fund Download
2017 Interim Financial Statements - First National Mortgage Investment Fund Download
2017 Interim MRFP - First National Mortgage Investment Fund Download
2017 Interim Financial Statements - All Mutual Funds Download
2017 Interim Financial Statements - GaleForce Dividend Growth Pool Download
2017 Interim Management Report of Fund Performance - Dividend Growth Class Canada Download
2017 Interim Management Report of Fund Performance - EuroPlus Dividend Growth Fund Download
2017 Interim Management Report of Fund Performance - Flagship Global Growth Fund Download
2017 Interim Management Report of Fund Performance - Flagship Growth & Income Fund Canada Download
2017 Interim Management Report of Fund Performance - Flagship Stock Fund Canada Download
2017 Interim Management Report of Fund Performance - Resource Plus Class Download
2016 Annual Financial Statements - Flagship Stock Fund Canada Download
2017 Interim Financial Statements - Flagship Stock Fund Canada Download
2016 Annual Financial Statements - First National Mortgage Investment Fund Download

Other Regulatories

Trade Matching Settlement Statement Download
Proxy Voting Guidelines Download

Prospectuses & Offering Documents

2017 Simplified Prospectus - All Mutual Funds Download
Stone GaleForce Dividend Growth Pool Offering Memorandum Download

Proxy Voting Disclosure

Proxy Voting Disclosure

Quarterly Portfolio Disclosures

Quarterly Portfolio Disclosure - September 2017 - Stone Dividend Growth Class Download
Quarterly Portfolio Disclosure - September 2017 - Stone EuroPlus Fund Download
Quarterly Portfolio Disclosure - September 2017- Stone Global Balanced Fund Download
Quarterly Portfolio Disclosure - September 2017- Stone Growth Fund Download
Quarterly Portfolio Disclosure - September 2017 - Stone Select Growth Class Download
Quarterly Portfolio Disclosure - September 2017 - First National Mortgage Investment Fund Download
Quarterly Portfolio Disclosure - September 2017 - Stone Global Growth Fund Download
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